Thumbnail March 21, 2021
Family Bill Pay Services: Organize Your Financial Life

Family Bill Pay Services | Personal Bill Pay by Plumb Family CFO Family bill pay services is a featured offering of Plumb Family CFO.  Depending on need and the complexity of your financial affairs, family or personal bill pay can be a stand alone service or used in conjunction with financial reporting, budgeting or expense […]

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Thumbnail March 3, 2021
Five Signs That You Need a Back-Office Family CFO

What is a Back-Office Family CFO? At Plumb Family CFO, our idea of a “Back-Office Family CFO” is a team of outsourced accountants who handle the financial reporting, bill pay, and cash flow management of a high-net-worth family, rather than having one single Family CFO who takes care of all the tasks associated with a […]

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Thumbnail January 25, 2021
3 Things to Know About Form 1099-NEC

What is Form 1099-NEC (Nonemployee Compensation)? The IRS is bringing back a form last used in 1982s —Form 1099-NEC, to be used beginning with 2020 information returns. The draft 2020 version of the form has been posted by the IRS to the agency’s website. Part of the rationale for the new Form 1099–NEC was that the Protecting […]

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Thumbnail January 23, 2021
Know Your Net Worth: Personal Bookkeeping & Bill Paying Services

Personal bookkeeping & bill paying services help keep your financial life on track. Do you know your net worth? It is a simple math equation. Your net worth equals your assets minus your liabilities. For those with a complex financial life, it can be a challenge to determine this calculation. You must first assign values […]

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Thumbnail January 7, 2021
Personal Income Tax Organizer: Preparing your Financials for Filing Tax Returns

Personal Income Tax Organizer, an Outsourced Recordkeeping Solution by Plumb Family CFO In this client case study, Plumb Family CFO gives an overview of the recordkeeping and accounting services that go into putting together a personal income tax organizer that streamlines year-end tracking and creates financial organization in order to file tax returns. Client: High-net-worth […]

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Thumbnail January 23, 2019
Ultra-High-Net-Worth Investor Gains Clarity with Plumb Family CFO Services

Providing an Entrepreneur with Up-to-Date & Consolidated Financial Data for a Clear Picture of Wealth Case Study: Ultra-High-Net-Worth Investor & Business Owner Client: Ultra-high-net-worth entrepreneur with multiple business investments, rental properties and luxury yacht. Net-Worth: $150 Million + Background: An entrepreneur who recently sold one of his businesses needed help with his personal accounting, tracking […]

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Thumbnail December 12, 2018
The Best Outsourced Accounting Blog Posts (Top Ten)

Ranking the Best Outsourced Accounting Posts of the Year TAG has a reputation as one of the best outsourced accounting firms in California and across the United States.  With a team of accounting experts who provide outsourced accounting and bookkeeping services for companies in various industries, Plumb understands the importance of industry-specific reports and meeting deadlines. […]

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Thumbnail August 31, 2018
Keys to a Successful Onboarding of a High-Net-Worth Client

The “White-Glove” Experience of a High-Net-Worth Client Starts at Onboarding for Plumb Family CFO The onboarding of a high-net-worth client sets the tone of the entire relationship according to Plumb Family CFO, which provides family bill pay, consolidated personal reporting and cash flow management services exclusively to the high-net-worth.  As you can image, there is […]

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Thumbnail March 7, 2018
How to Reconcile a Brokerage Statement in QuickBooks | Accounting Tips

Reconcile a Brokerage Statement in QuickBooks: How-To Video Instructions In this accounting tips video, you will get step-by-step instructions on how to read and reconcile a brokerage statement in QuickBooks. Before you reconcile a brokerage statement in QuickBooks, it is important to understand the basics of what a brokerage account is. Consider outsourcing your QuickBooks accounting needs […]

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Thumbnail December 1, 2017
Prioritizing Family Life & Business this Holiday Season: An Interview with Anneke Stender

Top Ways to Handle Family Life and Business during the Holidays Written by: Kristin Hamann The most beautiful time of year is upon us – however, several responsibilities can cause stress and anxiety in family life and business.  It can be hard to find the right balance between organizing family life events and getting year-end […]

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